Vertex Financial Group

Vertex Financial Group

Financial Services 640 Plaza Drive 31 employees
Employees
31
Contacts
3
Emails
3
Phones
1

Vertex Financial Group Overview

Headquarters
640 Plaza Drive
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
31
Founded
2000
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Vertex Financial Group

Vertex Financial Group is a team of residential mortgage specialists. We are headquartered in Denver with Advisors serving clients in Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Maryland, Oregon, Texas, Utah, Virginia, Washington, and Wyoming. Company NMLS number is 3051. Your home is typically your most valuable asset and your mortgage your largest debt. It is critical that both be properly managed from an income tax and investment perspective. Today’s mortgages are constantly changing financial vehicles and there are hundreds of different mortgage options; thus, you need financial expertise to maximize your opportunity. Many brokers and lenders lack the expertise to effectively coordinate this asset/debt with your overall financial plan. Since its inception in 2000, Vertex Financial group has maintained a big-picture focus for our clients; three members of the leadership team are CFP® (Certified Financial Planner™) professionals. We focus on clients, not on transactions. Typically a bank, savings & loan, or credit union can only quote rates for the loans they offer as a retail outlet. As mortgage specialists, we shop among dozens of national and local lenders for wholesale-priced loan programs designed to meet your unique needs. At Vertex Financial Group, we promise to provide you with objective mortgage advice, professional service, and low-interest rates in a trustworthy manner. Vertex State Licenses AZ - MB-0903574 CA - DRE01477418 CO - Regulated by the Colorado Division of Real Estate CT - 13467 FL - MBR 5654 GA - 23168 ID - MBL-6509 IL - MB.0005953 MD - 21444 OR - ML-2136 TX - 3051 UT - 7003412-NMLC VA - MC-7825 WA - MB-3051 WY - MBL-776

Vertex Financial Group Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Vertex Financial Group Org Chart

Sample employees and titles
Name Title Contact
Sean Devin Partner & Advisor Nmls 5047, Vertex
Email Phone
Phil Meisinger Loan Officer - Real Estate Investor
Email
Paul Becker
Email
Andy Duncan Loan Officer at Vertex Financial Group
View

Employees by Management Level

Individual contributor 11 profiles
Senior / Lead 3 profiles
Manager 2 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 6 6 0
General 2 2 0
IT 1 1 0

Vertex Financial Group Tech Stack

Engineering 1 profile

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